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Dimensional US Equity ETF

755 hedge funds and large institutions have $14B invested in Dimensional US Equity ETF in 2025 Q3 according to their latest regulatory filings, with 50 funds opening new positions, 275 increasing their positions, 232 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
755
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
119
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
Puts
Net Calls
Net Calls Change

Top Buyers

1 +$401M
2 +$106M
3 +$97.4M
4
Focus Partners Wealth
Focus Partners Wealth
Massachusetts
+$80.8M
5
Mariner
Mariner
Kansas
+$27.2M

Top Sellers

1 -$680M
2 -$190M
3 -$72.7M
4
SC
SouthState Corp
Florida
-$34.4M
5
MPW
MASECO Private Wealth
-$26.1M
Name Holding Trade Value Shares
Change
Change in
Stake
MFG
301
Merit Financial Group
Georgia
$2.21M
AWM
302
Accurate Wealth Management
Florida
$2.18M
BWM
303
BCO Wealth Management
New Mexico
$2.17M
BBHC
304
Brown Brothers Harriman & Co
New York
$2.16M
AWM
305
Aprio Wealth Management
Georgia
$2.15M
GS
306
GTS Securities
New York
$2.14M
Renaissance Technologies
307
Renaissance Technologies
New York
$2.12M
TH
308
Team Hewins
California
$2.1M
MWA
309
Monograph Wealth Advisors
California
$2.06M
DW
310
Dodds Wealth
Colorado
$2.05M
MCM
311
MAI Capital Management
Ohio
$2.05M
S
312
SignatureFD
Georgia
$2.04M
IAN
313
Integrated Advisors Network
Texas
$2.03M
WAG
314
Winthrop Advisory Group
Massachusetts
$2.02M
GJIA
315
Glass Jacobson Investment Advisors
Maryland
$2.02M
AWP
316
Abacus Wealth Partners
California
$2.02M
HI
317
Harbour Investments
Wisconsin
$2.02M
ATPW
318
Ashton Thomas Private Wealth
Arizona
$2M
US Bancorp
319
US Bancorp
Minnesota
$1.97M
SM
320
Sensible Money
Arizona
$1.96M
BFO
321
Biltmore Family Office
North Carolina
$1.94M
MSWMA
322
Market Street Wealth Management Advisors
Indiana
$1.94M
AFGAS
323
Allegiance Financial Group Advisory Services
Virginia
$1.93M
VCA
324
Verdence Capital Advisors
Maryland
$1.9M
LFP
325
Lakeshore Financial Planning
Michigan
$1.9M